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applied epic SERVICES

Your Agency Management System is often one of the top 3 expenses on your income statement. Let us help you optimize Applied Epic so you can focus on what matters most - growing your business. 

we save you time & money by improving

Data quality

automation

efficiency

Center Gradient Transparent

Services aimed to optimize your investment

 Online documentation database. AI document management system DMS concept. FTP (File Trans

Bookkeeping & Accounting

Whether it’s specific parts of the accounting process you need assistance with, or the process in its entirety, we’ve got you covered. We handle all bookkeeping needs including the specific items below as well as the remaining accounting functions like bank reconciliation, overhead and expense entry, month end and year end processing, etc. 

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Agency System Conversions

We handle all system conversions to Applied EPIC. We've worked with the major vendors (Applied Systems & Vertafore) and most of the management system platforms in the industry. Our intricate knowledge within Epic allows us to assist your agency through every step of the conversion project.

Applied Epic Administration

​Our Premier Service! A dedicated resource to help you manage your biggest tool at a fixed monthly cost. With this service we are an extension of your agency, taking responsibilities off you and your staff. See how we can help you improve your management system while saving you time and money.

Download Services

Download is an area that provides incredible data and efficiency to your agency. The only issue is who's going to manage it. This non-revenue generating task typically falls to multiple members of the agency or the members that already have enough to do. We can handle all your download needs.

Carrier Requests & Setup

Daily Policy Download

Daily Claims Download

Applied Epic Configuration

Daily E-Docs Download

Daily Commission Download

Download Services

Custom Forms & Deliverables

​One of the most unique aspects within Epic, custom forms allows your agency to custom build policy detail screens for Non-ACORD or specialty lines of business, including Supplemental Apps. We emphasize usability and automation and assist with the services

 

We create and automate highly customized deliverables that help maintain a consistent branding approach for your agency, while at the same time, ​saving your service staff hours. 

below.

Practical & Concise Documentation 

Servicing & Documentation Requirements

Creating Efficiency with Automation​

Reporting Requirements​​​

Custom Forms and Deliverables

Applied Epic Reporting

We create attractive and highly customized reports in Applied Epic that are second to none (and we mean that). Our industry experience and analytical background help us to present information to you that is meaningful.  Reporting is one of the most powerful areas within Applied Epic, but it's also very complex for most agencies. From the level of detail and customization to the automation, we help you better manage your agency. 

Financial Reports

Sales & Marketing Reports

Workflow Auditing Reports​​​

Production Reports

Management Reports

Exception & Data Quality Reports​​​

Appied Epic Reporting

Work Flows

Process is important! Most agencies, however, fall short on optimizing their management system, or they have processes that sit on a shelf for years without being touched. We don't hand you a workbook and ask for a check! We have a practical approach that focuses on automation within Epic. We work with your agency to understand your requirements from a servicing, E&O, and reporting standpoint, and build the processes in Epic for you. 

Practical & Concise Documentation 

Servicing & Documentation Requirements

Creating Efficiency with Automation​

Reporting Requirements​​​

Workflows

Agency Management System Conversions to applied epic

We handle all system conversions to Applied Epic. We've worked with the major vendors (Applied Systems & Vertafore) and most of the management system platforms in the industry. Our intricate knowledge within Applied Epic allows us to assist your insurance agency through every step of the management system conversion project. We are a strategic partner in your agency's transition to Applied Epic and we get involved in all aspects of the project. 

Strategy & Direction

Applied Epic Setup & Customization

Reporting

Download Configuration

Data Review & Cleanup

Accounting Transition

Go-Live & Post-Live Support

Applied Epic Training

Systems Conversions

Migrating from applied tam to applied epic?

Milliken Agency Services is here to support your agency through your Applied TAM to Applied Epic conversion. We offer several services to keep your conversion project on track to ensure a smooth management system transition, and to help improve your data quality during the process. Contact us today to see how we can help!

Contact Us today to See How We Can Help You

Contact Us

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